Aditya Birla Sun Life Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23266 Cr | ₹119723 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.68 | 1.33 |
| Manager | Dhaval Joshi | Rajeev Thakkar |
| ISIN Code | INF209K01AJ8 | INF879O01019 |
| Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | 3.35% | 0.96% |
| 6 Month | 7.39% | 4.83% |
| 1 Year | 9.83% | 8.04% |
| 3 Year | 17.36% | 20.76% |
| 5 Year | 18.72% | 21.1% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 3.55% | 1.54% |
| 1 Year | 16.52% | 10.74% |
| 3 Year | 16.72% | 17.67% |
| 5 Year | 15.51% | 17.76% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.98% | 17.46% |
| 3 Year | 16.62% | 18.53% |
| 5 Year | 16.25% | 18.42% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.55% | 8.40% |
| Sharp | 0.89% | 1.57% |
| Beta | 0.96% | 0.56% |
| Alpha | 1.11% | 7.86% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Dhaval Joshi | Rajeev Thakkar |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 5 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 4.87 | 35.58 |
| Large Cap | 64.21 | 60.6 |
| Mid Cap | 18.12 | 1.04 |
| Small Cap | 12.8 | 2.78 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 1.91 | 22.17 |
| Communication Services | 2.74 | 9.96 |
| Energy | 4.67 | 6.04 |
| Technology | 9.36 | 6.24 |
| Healthcare | 6.61 | 4.13 |
| Industrials | 10.97 | 0.18 |
| Basic Materials | 10.29 | 0.7 |
| Financial Services | 31.42 | 28 |
| Consumer Cyclical | 13.78 | 10.31 |
| Consumer Defensive | 7.59 | 5.49 |
| Real Estate | 0.64 | 0.72 |
| Utilities | - | 6.05 |
Top Comparisons
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.89%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns16.17%
ITI Overnight Fund Regular - Growth
3Y Returns6.12%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.35%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.32%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
Templeton India Value Fund - Growth Plan
3Y Returns17.42%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.78%